CLOUDSTACK-722 - Documentation:Changing the SSL proxy console certificate

Project: http://git-wip-us.apache.org/repos/asf/incubator-cloudstack/repo
Commit: 
http://git-wip-us.apache.org/repos/asf/incubator-cloudstack/commit/944f7b04
Tree: http://git-wip-us.apache.org/repos/asf/incubator-cloudstack/tree/944f7b04
Diff: http://git-wip-us.apache.org/repos/asf/incubator-cloudstack/diff/944f7b04

Branch: refs/heads/master
Commit: 944f7b0465398d2bc06596128e58dd9a964292fd
Parents: c61156e
Author: Radhika PC <[email protected]>
Authored: Wed Feb 6 20:16:01 2013 +0530
Committer: Pranav Saxena <[email protected]>
Committed: Wed Feb 6 20:16:01 2013 +0530

----------------------------------------------------------------------
 docs/en-US/console-proxy.xml |  160 ++++++++++++++++++++++++++++++-------
 1 files changed, 132 insertions(+), 28 deletions(-)
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http://git-wip-us.apache.org/repos/asf/incubator-cloudstack/blob/944f7b04/docs/en-US/console-proxy.xml
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diff --git a/docs/en-US/console-proxy.xml b/docs/en-US/console-proxy.xml
index ade50bb..3dd7b9f 100644
--- a/docs/en-US/console-proxy.xml
+++ b/docs/en-US/console-proxy.xml
@@ -3,34 +3,138 @@
 <!ENTITY % BOOK_ENTITIES SYSTEM "cloudstack.ent">
 %BOOK_ENTITIES;
 ]>
-
 <!-- Licensed to the Apache Software Foundation (ASF) under one
-    or more contributor license agreements.  See the NOTICE file
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-    to you under the Apache License, Version 2.0 (the
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-    under the License.
+ or more contributor license agreements.  See the NOTICE file
+ distributed with this work for additional information
+ regarding copyright ownership.  The ASF licenses this file
+ to you under the Apache License, Version 2.0 (the
+ "License"); you may not use this file except in compliance
+ with the License.  You may obtain a copy of the License at
+ http://www.apache.org/licenses/LICENSE-2.0
+ Unless required by applicable law or agreed to in writing,
+ software distributed under the License is distributed on an
+ "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ KIND, either express or implied.  See the License for the
+ specific language governing permissions and limitations
+ under the License.
 -->
-
 <section id="console-proxy">
-    <title>Console Proxy</title>
-    <para>The Console Proxy is a type of System Virtual Machine that has a 
role in presenting a console view via the web UI. It connects the user’s 
browser to the VNC port made available via the hypervisor for the console of 
the guest. Both the administrator and end user web UIs offer a console 
connection.</para>
-    <para>Clicking on a console icon brings up a new window. The AJAX code 
downloaded into that window refers to the public IP address of a console proxy 
VM. There is exactly one public IP address allocated per console proxy VM. The 
AJAX application connects to this IP. The console proxy then proxies the 
connection to the VNC port for the requested VM on the Host hosting the guest. 
.</para>
-    <note><para>The hypervisors will have many ports assigned to VNC usage so 
that multiple VNC sessions can occur simultaneously.</para></note>
-    <para>There is never any traffic to the guest virtual IP, and there is no 
need to enable VNC within the guest.</para>
-    <para>The console proxy VM will periodically report its active session 
count to the Management Server. The default reporting interval is five seconds. 
This can be changed through standard Management Server configuration with the 
parameter consoleproxy.loadscan.interval.</para>
-    <para>Assignment of guest VM to console proxy is determined by first 
determining if the guest VM has a previous session associated with a console 
proxy. If it does, the Management Server will assign the guest VM to the target 
Console Proxy VM regardless of the load on the proxy VM. Failing that, the 
first available running Console Proxy VM that has the capacity to handle new 
sessions is used.</para>
-    <para>Console proxies can be restarted by administrators but this will 
interrupt existing console sessions for users.</para>
-    <para>The console viewing functionality uses a dynamic DNS service under 
the domain name realhostip.com to assist in providing SSL security to console 
sessions.  The console proxy is assigned a public IP address.  In order to 
avoid browser warnings for mismatched SSL certificates, the URL for the new 
console window is set to the form of https://aaa-bbb-ccc-ddd.realhostip.com. 
Customers will see this URL during console session creation.  &PRODUCT; 
includes the realhostip.com SSL certificate in the console proxy VM.  Of 
course, &PRODUCT; cannot know about DNS A records for our customers' public IPs 
prior to shipping the software.  &PRODUCT; therefore runs a dynamic DNS server 
that is authoritative for the realhostip.com domain.  It maps the 
aaa-bbb-ccc-ddd part of the DNS name to the IP address aaa.bbb.ccc.ddd on 
lookups.  This allows the browser to correctly connect to the console proxy's 
public IP, where it then expects and receives a SSL certificate for 
realhostip.com, and SSL 
 is set up without browser warnings.</para>
-    <xi:include href="change-console-proxy-ssl-certificate-domain.xml" 
xmlns:xi="http://www.w3.org/2001/XInclude"; />
-</section>
\ No newline at end of file
+  <title>Console Proxy</title>
+  <para>The Console Proxy is a type of System Virtual Machine that has a role 
in presenting a
+    console view via the web UI. It connects the user’s browser to the VNC 
port made available via
+    the hypervisor for the console of the guest. Both the administrator and 
end user web UIs offer a
+    console connection.</para>
+  <para>Clicking on a console icon brings up a new window. The AJAX code 
downloaded into that window
+    refers to the public IP address of a console proxy VM. There is exactly 
one public IP address
+    allocated per console proxy VM. The AJAX application connects to this IP. 
The console proxy then
+    proxies the connection to the VNC port for the requested VM on the Host 
hosting the guest.
+    .</para>
+  <note>
+    <para>The hypervisors will have many ports assigned to VNC usage so that 
multiple VNC sessions
+      can occur simultaneously.</para>
+  </note>
+  <para>There is never any traffic to the guest virtual IP, and there is no 
need to enable VNC
+    within the guest.</para>
+  <para>The console proxy VM will periodically report its active session count 
to the Management
+    Server. The default reporting interval is five seconds. This can be 
changed through standard
+    Management Server configuration with the parameter 
consoleproxy.loadscan.interval.</para>
+  <para>Assignment of guest VM to console proxy is determined by first 
determining if the guest VM
+    has a previous session associated with a console proxy. If it does, the 
Management Server will
+    assign the guest VM to the target Console Proxy VM regardless of the load 
on the proxy VM.
+    Failing that, the first available running Console Proxy VM that has the 
capacity to handle new
+    sessions is used.</para>
+  <para>Console proxies can be restarted by administrators but this will 
interrupt existing console
+    sessions for users.</para>
+  <section id="use-cert">
+    <title>Using a SSL Certificate for the Console Proxy</title>
+    <para>The console viewing functionality uses a dynamic DNS service under 
the domain name
+      realhostip.com to assist in providing SSL security to console sessions. 
The console proxy is
+      assigned a public IP address. In order to avoid browser warnings for 
mismatched SSL
+      certificates, the URL for the new console window is set to the form of
+      https://aaa-bbb-ccc-ddd.realhostip.com. You will see this URL during 
console session creation.
+      &PRODUCT; includes the realhostip.com SSL certificate in the console 
proxy VM. Of course,
+      &PRODUCT; cannot know about the DNS A records for our customers' public 
IPs prior to shipping
+      the software. &PRODUCT; therefore runs a dynamic DNS server that is 
authoritative for the
+      realhostip.com domain. It maps the aaa-bbb-ccc-ddd part of the DNS name 
to the IP address
+      aaa.bbb.ccc.ddd on lookups. This allows the browser to correctly connect 
to the console
+      proxy's public IP, where it then expects and receives a SSL certificate 
for realhostip.com,
+      and SSL is set up without browser warnings.</para>
+  </section>
+  <section id="change-console-proxy-ssl-certificate-domain">
+    <title>Changing the Console Proxy SSL Certificate and Domain</title>
+    <para>If the administrator prefers, it is possible for the URL of the 
customer's console session
+      to show a domain other than realhostip.com. The administrator can 
customize the displayed
+      domain by selecting a different domain and uploading a new SSL 
certificate and private key.
+      The domain must run a DNS service that is capable of resolving queries 
for addresses of the
+      form aaa-bbb-ccc-ddd.your.domain to an IPv4 IP address in the form 
aaa.bbb.ccc.ddd, for
+      example, 202.8.44.1. To change the console proxy domain, SSL 
certificate, and private
+      key:</para>
+    <orderedlist>
+      <listitem>
+        <para>Set up dynamic name resolution or populate all possible DNS 
names in your public IP
+          range into your existing DNS server with the format 
aaa-bbb-ccc-ddd.company.com ->
+          aaa.bbb.ccc.ddd.</para>
+      </listitem>
+      <listitem>
+        <para>Generate the private key and certificate signing request (CSR). 
When you are using
+          openssl to generate private/public key pairs and CSRs, for the 
private key that you are
+          going to paste into the &PRODUCT; UI, be sure to convert it into 
PKCS#8 format.</para>
+        <orderedlist numeration="loweralpha">
+          <listitem>
+            <para>Generate a new 2048-bit private key</para>
+            <programlisting>openssl genrsa -des3 -out yourprivate.key 
2048</programlisting>
+          </listitem>
+          <listitem>
+            <para>Generate a new certificate CSR</para>
+            <programlisting>openssl req -new -key yourprivate.key -out 
yourcertificate.csr</programlisting>
+          </listitem>
+          <listitem>
+            <para>Head to the website of your favorite trusted Certificate 
Authority, purchase an
+              SSL certificate, and submit the CSR. You should receive a valid 
certificate in
+              return</para>
+          </listitem>
+          <listitem>
+            <para>Convert your private key format into PKCS#8 encrypted 
format.</para>
+            <programlisting>openssl pkcs8 -topk8 -in yourprivate.key -out 
yourprivate.pkcs8.encryped.key</programlisting>
+          </listitem>
+          <listitem>
+            <para>Convert your PKCS#8 encrypted private key into the PKCS#8 
format that is compliant
+              with &PRODUCT;</para>
+            <programlisting>openssl pkcs8 -in yourprivate.pkcs8.encrypted.key 
-out yourprivate.pkcs8.key</programlisting>
+          </listitem>
+        </orderedlist>
+      </listitem>
+      <listitem>
+        <para>In the Update SSL Certificate screen of the &PRODUCT; UI, paste 
the following:</para>
+        <itemizedlist>
+          <listitem>
+            <para>Certificate from step 1(c).</para>
+          </listitem>
+          <listitem>
+            <para>Private key from step 1(e).</para>
+          </listitem>
+          <listitem>
+            <para>The desired new domain name; for example, company.com</para>
+          </listitem>
+        </itemizedlist>
+        <mediaobject>
+          <imageobject>
+            <imagedata fileref="./images/update-ssl.png"/>
+          </imageobject>
+          <textobject>
+            <phrase>updatessl.png: Updating Console Proxy SSL 
Certificate</phrase>
+          </textobject>
+        </mediaobject>
+      </listitem>
+      <listitem>
+        <para>The desired new domain name; for example, company.com</para>
+        <para>This stops all currently running console proxy VMs, then 
restarts them with the new
+          certificate and key. Users might notice a brief interruption in 
console
+          availability.</para>
+      </listitem>
+    </orderedlist>
+    <para>The Management Server generates URLs of the form 
"aaa-bbb-ccc-ddd.company.com" after this
+      change is made. The new console requests will be served with the new DNS 
domain name,
+      certificate, and key.</para>
+  </section>
+</section>

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